Curtis Copenhaver is a CFP® and ChFC® affiliated with PlanMember Securities Corporation, with two years of industry experience. His background includes roles at Mutual Inc. and involvement with the Long Island Goalkeeper Academy. He also has experience related to Stony Brook University Women's Soccer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Kyle Reynolds is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has been with the firm since 2025 and also has experience working with Mutual Inc. Outside of his advisory role, he has been affiliated with Stony Brook University since 2023. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Daniel Kresh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Royal Alliance from 2013 to 2020 and has operated Creative Wealth Management LLC since 2012. Outside of finance, he is a USPTA Certified Tennis Professional and teaches tennis. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and emphasizes discretionary portfolio management and customized investment solutions.

Ralph Ruggiero is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 21 years of industry experience. He has been with PlanMember since 2010 and is also associated with Mutual Inc., where he has worked since 2004. Additionally, he has 40 years of experience in education at Rall Elementary School within the Lindenhurst School District. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, alongside offering education and support services to plan sponsors and participants.

Ronald Housley is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been affiliated with Equity Services, Inc. and National Life since 2006. In addition to his advisory role, he operates Housley Financial Services, offering insurance products including life, disability, health, long-term care, and property and casualty coverage. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers to deliver predominantly long-term investment strategies with options for discretionary and non-discretionary management.

Lawrence Sprung is a CFP® professional with seven years of experience at CWM, LLC, where he has been since 2020. He previously worked at Mitlin Financial, Inc. for over a decade. Outside of his advisory role, Sprung serves on the board of the American Foundation for Suicide Prevention and is chair of the Keith Milano Memorial Fund, both focused on suicide prevention and mental health. He also contributes as a guest columnist for Investopedia and serves on the advisory board for Forbes Advisor Banking. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable emphasis on fiduciary processes and retirement plan services.

Mark Zigman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. In addition to his advisory role, he serves as a Retirement Benefits Specialist with Rampart Benefit Planning, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Iannaccone is a financial advisor with Kestra Advisory, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Kestra Advisory and Kestra Investment Services, LLC, he was affiliated with Coastline Wealth Management. Outside of his advisory role, he has served in educational positions at Bentley University and the Eastport South Manor School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex products and discretionary trading through multiple management platforms.

Scott Brown is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, AIG Capital Services, and Transamerica Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Steven Eisner is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds a Series 63 designation and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company of America, and Mutual/United Of Omaha. Eisner is also involved as an insurance agent with Eastern Advisory Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Erin Luise is a financial advisor at Kestra Advisory with one year of industry experience. She holds the Series 66 designation and has worked at Kestra Investment Services LLC since 2025. Luise is also involved with Coastline Wealth Management, where she serves as an advisor and assistant, helping clients meet financial goals and supporting office management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jack Gawreluk is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Financial Planning and Lee & Crowley, LLC, as well as positions in education and local government. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody and clearing services.

Jaclyn Harvey is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor with Kestra Advisory. She previously worked at Lincoln Investment and Legend. Harvey is also active as a social media content creator focused on financial planning topics. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional plan sponsors and individual investors, offering fiduciary services, plan design, and investment management supported by comprehensive due diligence.

James Collins is a financial advisor with Oppenheimer, holding a Series 66 designation and 28 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through discretionary and non-discretionary programs.

Thomas Boerum is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory work, he serves on the boards of two nonprofit organizations: Ride for Life, which supports ALS research and patient services, and EAC Network, where he participates in organizational oversight. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts and model portfolios, including SMA, UMA, and fund-strategist options, with a range of investment approaches from traditional asset allocation to legacy momentum-based strategies.

Edward Magett is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 14 years of industry experience. He has been with GWN Securities since 2015 and has prior experience with MML Investors Services and Mass Mutual Life Insurance Company beginning in 2014. Outside of advisory work, he is also an independent insurance agent offering life insurance and annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Matthew Devine is a financial advisor at PlanMember Securities Corporation with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been affiliated with PlanMember since 2010. Devine is also involved as a board member of the Suffolk County Police Athletic League, an organization focused on youth mentoring and community programs. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and education services, using a top-down strategic asset allocation approach and managing risk-based mutual fund portfolios across a range of investment styles.

Kevin Cantwell is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Planmember since 2021 and previously worked with US Retirement & Benefit Partners and Mutual Inc. Cantwell has also been involved with Hofstra University for ten years. Additionally, he engages in financial and insurance sales as well as tax preparation through his business, Mutual Inc. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education and support services, including seminars and personalized retirement planning, while acting as a fiduciary under ERISA Section 3(38) for many plans.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer in 2023, he worked at Rosemark Advisors for four years and held various roles including at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor and manages approximately $36.7 billion in assets as of the end of 2025.

Syed Rizvi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Equity Services since 2012 and also maintains a role at National Life. Outside of his advisory work, Rizvi serves as president of Yafatimazahra, Inc., where he manages educational lectures on the history of religions, different cultures, and races. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.